See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,979 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,198 | $36,916+6.2% | $156,549-75.0% | $57,658-32.0% |
| Participation rate | 95.1% | 63.4%+31.7pp | 84.0%+11.1pp | 70.2%+24.9pp |
| Annual return | 12.42% | 12.38%0pp | 32.23%-19.8pp | 5.13%+7.3pp |
| Employer contribution / active EE | $2,667 | $1,571+69.8% | $5,501-51.5% | $1,974+35.1% |
| Participant deferral / active EE | $3,635 | $1,926+88.8% | $4,871-25.4% | $3,061+18.8% |
| Admin fee / account holder | $6 | $82-93.3% | $13,027-100.0% | $95-94.2% |